Salesforce Integration
Integrate Salesforce for efficient field service collaboration
- Build and deploy workflows that seamlessly integrate with Salesforce.
- Deliver data intelligence from Salesforce and your other business systems directly to field teams.
- Leverage automation to generate custom reports and documents, automatically routing them to stakeholders and systems.
Benefits of TrueContext and Salesforce Integration
Increase field efficiency & agility
Improve the speed, quality, and flexibility of task execution in the field with an automated mobile forms app.
Automate workflows across Salesforce and other systems
Dispatch tasks to the field and automatically route results to managers for triage and approval. Easily connect data to your Salesforce platform, as well as other systems or technologies.
Improve compliance
Fully customized Salesforce integration forms with version control simplify compliance reporting and ensure technicians use the right form at the right time.
Leverage app-to-app communication
Launch TrueContext from other field service apps, including Salesforce Field Service, Salesforce, and Salesforce Maps, to perform app-to-app dispatch even offline.
Maximizing Salesforce integration for field productivity
Field technicians: Streamline workflows and get real-time data
With this integration, tracking work becomes significantly easier for technicians. They benefit from reduced errors, faster job completion, and more accurate documentation.
- Pre-populate mobile app fields using Salesforce data.
- Easily capture rich data: photos, sketches, audio, GPS/Time stamps, and more.
- Include an unlimited number of repeating entries and tables.
- Conditional logic guides users, only displaying relevant information for each task.
- Use Repeatable Destinations to automate structured, repeated data capture from the field and enable richer data capture directly into Salesforce.
- Use a single platform to develop apps.
Business operations: Stay proactive and deliver faster service
This integration allows office leadership to be proactive, data-driven, and aligned with frontline service delivery, with no manual handoffs or delays.
- Live job updates are flowing into Salesforce dashboards.
- Improved resource allocation through accurate scheduling data.
- Better incident tracking and SLA monitoring.
- Centralized performance reporting across field teams.
TrueContext and Salesforce:
ARxIUM achieves instant documentation, happier customers
Despite their innovative tech solutions, ARxIUM had a problem with work documentation and transferring crucial inspection data to client operations.
ARxIUM already used Salesforce Service Cloud and Google Sheets. It needed a solution that would not only solve their paper problem, but also update asset service records in real-time and improve customer satisfaction.
ARxIUM chose TrueContext because of its robust integrations.
Results:
- Improved CSAT based on faster follow-up.
- Achieved 100% digital workflows.
- Identified revenue opportunities to expand service offerings.
“We honestly didn’t think we’d be able to cut 50 minutes out of the service time. We would’ve been happy if we could cut it by half, say 30 minutes, but the end result ended up being more.”
JODIE MENARD
DIRECTOR OF CUSTOMER CARE, ARxIUM
How to seamlessly integrate Salesforce with TrueContext
Fast, Flexible Salesforce Setup
TrueContext’s Salesforce integration is built for speed and scalability, eliminating the need for complex development, middleware, or long ramp-up times. Your field service and IT teams can:
- Easily map Salesforce fields to TrueContext mobile forms — no coding required.
- Leveraging two-way Salesforce data integration, including standard objects, custom objects, and APEX REST connectors.
- Rapidly testing integrations through the Salesforce Sandbox before production deployment.
- Automatically syncing offline field data back to Salesforce, eliminating manual updates.
Learn how to set up a Salesforce connection.
Enterprise Support to Ensure Long-Term Success
Enterprises benefit not just from the technology but from a long-term partnership with TrueContext.
- Guided onboarding and integration consulting to ensure alignment with business rules and system architecture
- Testing support and validation to guarantee that workflows function properly across mobile and Salesforce environments
- Dedicated customer success teams for ongoing optimization and best practices
- Scalable support as your organization evolves — whether expanding to more teams, use cases, or Salesforce instances.
Frequently Asked Questions
What are the benefits of using custom field apps for Salesforce?
How can custom field apps help me improve my Salesforce-related tasks and processes?
How do I integrate a Salesforce solution partner with my existing Salesforce platform?
What customization options are available with Salesforce custom field apps?
How do Salesforce custom field apps get me the most out of my Salesforce investment?
Ready to unleash productivity?
Book a 15-minute chat to learn how you can make TrueContext work for you.